BLACK SCARAB VALUEValuation Intelligence for Advisory Businesses

About Black Scarab Value

Built for the decision before the deal.

Black Scarab gives financial advisors a private first view of what they control, what their practice economics may support, and what they should resolve before entering a recruiting, succession, financing, or sale conversation.

The goal is not to manufacture certainty. It is to make the inputs, assumptions, limitations, and next questions visible—so the advisor can enter the right professional conversation with better context.

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Rights before valueVisible methodologyPrivate by design

Why it exists

Understand the answer—and who is paying for it.

An estimate may come from a calculator, recruiter, destination firm, buyer, consultant, or appraiser. Each can be useful, but each serves a different purpose and may have a different economic incentive.

Black Scarab is designed as the planning layer that comes first. It helps an advisor distinguish ownership from production, surface reported transfer constraints, understand the calculation, and prepare for the decisions and diligence that follow.

Black Scarab does not earn more if an advisor changes firms, borrows, affiliates, or sells. The advisor is the customer, and choosing no transaction remains a valid outcome.

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How it is built

Discipline without pretending the software knows more than it does.

Rights before value

Ownership, production, agreement control, and transfer rights are not interchangeable. The analysis starts by identifying the economic interest the advisor reports.

Show the work

The calculation is deterministic and versioned. Methods, weights, assumptions, and adjustments remain visible; AI cannot change the calculated value.

State the boundary

Missing evidence is identified rather than invented. Planning estimates remain separate from legal verification, private transaction evidence, and signed opinions.

Professional boundaries

A planning tool—not a signed appraisal.

Black Scarab provides educational planning estimates based on user-reported facts, versioned assumptions, and available market context. It does not verify legal rights or replace qualified valuation, legal, tax, accounting, or transaction professionals when the purpose requires them.

Use Black Scarab to

Establish an independent pre-decision baseline
Understand the reported rights and economics being evaluated
Inspect assumptions and value-driver logic
Identify evidence gaps and prepare better questions
Build a prioritized planning roadmap

Bring in a qualified professional for

A signed or standards-compliant valuation
Tax, estate, divorce, litigation, or regulatory purposes
Legal interpretation of agreements and transfer rights
Deal negotiation, financing, diligence, or closing
Case-specific accounting or tax advice

Begin with clarity

Know what you control before someone else defines what it is worth.

Build your private practice profile, review the logic behind the estimate, and leave with better questions—even if you decide not to transact.

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Preparing your view